LW
WBA

Lauer Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Lauer Wealth’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,139
Closed -$184K – 47
2024
Q2 		$184K Sell
16,139
-20,947
-56% -$355K 0.15% 45
2024
Q1 		$671K Sell
37,086
-4,238
-10% -$94.2K 0.58% 23
2023
Q4 		$932K Buy
41,324
+5,991
+17% +$134K 0.86% 19
2023
Q3 		$805K Sell
35,333
-32
-0.1% -$851 0.87% 19
2023
Q2 		$1.08M Buy
35,365
+2,745
+8% +$89.4K 1.12% 18
2023
Q1 		$1.15M Buy
+32,620
New +$1.16M 1.44% 15

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lauer Wealth's WBA Position: Q3 2024 in Review

Lauer Wealth sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 16,139 shares — an estimated $184K sold.

Lauer Wealth first reported a position in WBA in Q1 2023 and held it in 6 quarters. The position peaked at $1.15M in Q1 2023. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Lauer Wealth reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Lauer Wealth sold 16,139 Walgreens Boots Alliance shares in Q3 2024, an estimated $184K.
  • Lauer Wealth first reported a position in Walgreens Boots Alliance in Q1 2023 and held it in 6 quarters.
  • Lauer Wealth's Walgreens Boots Alliance position peaked at $1.15M in Q1 2023.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.